Jane Hoeffner is a financial advisor at Morgan Stanley in Westport, CT, with three years of industry experience. She holds a Series 66 designation and joined Morgan Stanley in 2025 after working for the Weston Public Library and spending 18 years in homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning and employs analytical tools such as Monte Carlo simulations and return estimates in its process.

Ronald Balzano is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been affiliated with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. He is based in Stamford, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in modeling potential outcomes.

Fredric Lowe is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and over 35 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following his tenure at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and investment committee insights.

Nicholas Gallucci is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley since 2018 and prior work at the University of South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

James Mead Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He has previously worked at Morgan Stanley and its private bank affiliates for over a decade before joining Raymond James and The IST Group in 2021. He is also the owner of Greenfield Hill Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing advanced analytical tools and supporting municipal and public finance through a distinctive affiliation with a municipal advisor.

Rowan Beaudoin Friede is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Riverside Financial Group, LLC, among other roles including positions outside finance such as at Al di la trattoria and Waterhouse Restaurant. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

Benjamin Smiles is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2015 as part of The Smiles Group, a wealth management team. He focuses on providing a comprehensive approach to wealth management that begins with understanding each client's family, financial situation, and priorities. Benjamin helps clients develop customized strategies tailored to their unique circumstances, allowing for flexibility as their needs evolve and market conditions change. He delivers access to the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of financial aspects. With expertise spanning estate planning, investments, tax minimization, education funding, wealth transfer, and retirement income strategies, Benjamin works with high-net-worth clients to simplify their financial lives and prioritize their goals. He collaborates closely with a Wealth Management Lending Officer from Bank of America to offer strategic home financing guidance aligned with clients’ overall financial plans. Benjamin holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a recognized Retirement Benefits Consultant and Personal Investment Advisor. Benjamin completed high school at Stratton Mountain School and attended the University of Colorado System’s Leeds School of Business, though no degree was conferred. He resides in Ridgefield, Connecticut, with his wife, Meg, and their children, Lily and Charlie. His personal interests include skiing, surfing, sailing, and travel.

Clifford Paulson is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2020 to 2025. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Debra Walker is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Emmett Mc Conville is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations. His career includes a decade-long tenure at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, as well as ownership of a private real estate entity unrelated to his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Kathleen Mcelaney is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Her work history includes roles at UBS, AlphaSights, Earthplace, and DVG Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tyler Griffin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior roles include positions at Trinity Point Wealth and Racebrook Country Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Casey Olsen is a Series 66-licensed financial advisor at Merrill with 11 years at the firm and three years of industry experience. Based in Stamford, CT, Olsen has worked solely with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over two decades of experience helping corporate professionals, lawyers, doctors, and other individuals simplify their wealth management through tailored strategies. Michael works closely with clients to develop personalized financial plans that address liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He also assists small business owners with managing 401(k) plans and optimizing employee benefits. Michael holds a Master's Degree from Fordham University and a Bachelor's Degree from Syracuse University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He integrates the resources of Merrill Lynch and banking services from Bank of America to provide a comprehensive approach to wealth management. Michael emphasizes a long-term, disciplined financial strategy to help clients pursue their unique goals through changing market conditions. Outside of his professional role, Michael volunteers within the communities he serves. His personal interests include billiards, golfing, hiking, and reading.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Jelmena Hudson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jose Sanchez Kinghorn is a financial advisor at UBS Financial Services with 21 years of industry experience and a Series 66 designation. He has been with UBS since 2013. Outside of his advisory work, he serves on the fundraising board for the foundation at Hostos Community College in New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Earl Wheway Jr. is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and was previously with UBS Financial Services for 10 years. Outside of his advisory role, he serves as a board member of the Catherine Violet Hubbard Animal Sanctuary, a private foundation in Newtown, Connecticut. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs, including estate planning and corporate financial planning solutions.

Olivia Mooney is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Jpmorgan Chase Bank, N.A. Prior to her financial career, she was involved in the hospitality sector, including roles at Long Island Raw Bar LLC, Shultzy's Restaurant, and Wall's Wharf. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Kevin Condon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Stamford, CT. He specializes in providing personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and small businesses, focusing on areas such as personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Mount Saint Mary's University and maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin applies his expertise through consistent communication and personalized financial planning to help clients meet their long-term goals. Kevin resides in Wilton, CT with his family. Outside of his financial advisory role, he teaches cycling at Equinox Fitness and enjoys running, cycling, golf, and skiing. He has also participated in community events such as the Autism Speaks NYC Marathon in 2011 and has been involved with Smilow Cancer Hospital.